River Wealth Advisors LLC Portfolio Holdings

River Wealth Advisors LLC

  • $740 Million
  • Q3 2024

River Wealth Advisors LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $740 Million distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $49.5M, Apple Inc. with a value of $41.2M, Microsoft Corp with a value of $32.6M, Ishares Russell Mid Cap ETF with a value of $32.2M, and Ishares Core S&P 500 ETF with a value of $28.3M.

Examining the 13F form we can see an increase of $48M in the current position value, from $692M to 740M.

River Wealth Advisors LLC is based out at Camp Hill, PA

Below you can find more details about River Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $740 Million
ETFs: $225 Million
Technology: $146 Million
Financial Services: $76.1 Million
Healthcare: $64.2 Million
Industrials: $62.4 Million
Consumer Cyclical: $57.5 Million
Communication Services: $39.2 Million
Consumer Defensive: $30 Million
Other: $40.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.85 Million 0.52% of portfolio
31,119
Q3 2024 Reduced 0.89%
$131B
$3.88 Million 0.52% of portfolio
9,289
Q3 2024 Added 8.09%
$205B
$3.76 Million 0.51% of portfolio
39,121
Q3 2024 Reduced 33.69%
$0
$3.73 Million 0.5% of portfolio
7,645
Q3 2024 Reduced 4.45%
$207B
$3.62 Million 0.49% of portfolio
5,856
Q3 2024 Reduced 3.43%
$406B
$3.61 Million 0.49% of portfolio
8,914
Q3 2024 Reduced 16.02%
$443B
$3.52 Million 0.48% of portfolio
30,051
Q3 2024 Added 8.3%
$0
$3.49 Million 0.47% of portfolio
19,154
Q3 2024 Reduced 1.52%
$344B
$3.35 Million 0.45% of portfolio
12,228
Q3 2024 New
$318B
$3.3 Million 0.45% of portfolio
16,694
Q3 2024 Added 1.34%
$124B
$3.24 Million 0.44% of portfolio
30,741
Q3 2024 Reduced 4.78%
$53.7B
$3.15 Million 0.43% of portfolio
23,948
Q3 2024 Reduced 4.35%
$56.1B
$3.22 Million 0.43% of portfolio
64,520
Q3 2024 Added 7.63%
$169B
$3.14 Million 0.42% of portfolio
75,118
Q3 2024 Reduced 27.29%
$106B
$3.1 Million 0.42% of portfolio
13,885
Q3 2024 Reduced 1.48%
$83.8B
$2.93 Million 0.4% of portfolio
4,642
Q3 2024 Reduced 1.49%
$172B
$2.72 Million 0.37% of portfolio
22,441
Q3 2024 Reduced 1.9%
$0
$2.67 Million 0.36% of portfolio
32,139
Q3 2024 Reduced 2.55%
$7.41B
$2.62 Million 0.35% of portfolio
19,758
Q3 2024 Reduced 9.47%
$5.99B
$2.57 Million 0.35% of portfolio
65,952
Q3 2024 Added 10.54%
$69.9B
$2.52 Million 0.34% of portfolio
16,843
Q3 2024 Reduced 5.98%
$400B
$2.54 Million 0.34% of portfolio
14,697
Q3 2024 Reduced 0.64%
$168B
$2.51 Million 0.34% of portfolio
9,041
Q3 2024 Reduced 6.13%
$194B
$2.47 Million 0.33% of portfolio
6,303
Q3 2024 Reduced 1.53%
$381B
$2.33 Million 0.32% of portfolio
14,407
Q3 2024 Reduced 1.26%
$78.4B
$2.31 Million 0.31% of portfolio
12,493
Q3 2024 Reduced 0.41%
$1.37T
$2.25 Million 0.3% of portfolio
3,934
Q3 2024 Added 1.08%
$30.9B
$2.2 Million 0.3% of portfolio
14,307
Q3 2024 New
$179B
$2.07 Million 0.28% of portfolio
12,196
Q3 2024 Reduced 3.01%
$70.7B
$2.03 Million 0.27% of portfolio
7,417
Q3 2024 Reduced 5.1%
$0
$2.02 Million 0.27% of portfolio
44,083
Q3 2024 Reduced 5.21%
$0
$1.97 Million 0.27% of portfolio
16,884
Q3 2024 Added 1.72%
$0
$1.93 Million 0.26% of portfolio
3,362
Q3 2024 Added 1.2%
$128B
$1.94 Million 0.26% of portfolio
3,316
Q3 2024 Reduced 13.31%
$0
$1.92 Million 0.26% of portfolio
3,631
Q3 2024 Added 1.74%
$597B
$1.87 Million 0.25% of portfolio
4,058
Q3 2024 Added 15.42%
$0
$1.88 Million 0.25% of portfolio
5,980
Q1 2024 Reduced 2.06%
$199B
$1.77 Million 0.24% of portfolio
3,566
Q3 2024 Reduced 3.65%
$82.2B
$1.72 Million 0.23% of portfolio
23,395
Q3 2024 Added 36.26%
$154B
$1.67 Million 0.23% of portfolio
8,089
Q3 2024 Reduced 8.1%
$47.5B
$1.66 Million 0.22% of portfolio
16,151
Q3 2024 Reduced 7.28%
$0
$1.65 Million 0.22% of portfolio
19,724
Q3 2024 Reduced 15.49%
$164B
$1.58 Million 0.21% of portfolio
3,064
Q3 2024 Reduced 4.19%
$96.7B
$1.52 Million 0.21% of portfolio
12,065
Q3 2024 Reduced 16.38%
$143B
$1.47 Million 0.2% of portfolio
17,394
Q3 2024 Reduced 3.37%
$0
$1.49 Million 0.2% of portfolio
16,156
Q3 2024 Added 0.05%
$58.4B
$1.5 Million 0.2% of portfolio
35,086
Q3 2024 Reduced 10.79%
$145B
$1.37 Million 0.19% of portfolio
21,165
Q3 2024 Reduced 4.02%
$77.1B
$1.44 Million 0.19% of portfolio
13,858
Q3 2024 Reduced 1.26%

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $740 Million
  • Prior Value $692 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 103 stocks
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